Purchases and Sales Made in Q1 2024 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2024. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
866+ 20.89% |
$513K - $686K
|
5.01K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
865+ 31.75% |
$512K - $685K
|
3.59K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
859+ 3.94% |
$509K - $681K
|
22.7K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
857New |
$508K - $679K
|
857
$641K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
857+ 3.54% |
$508K - $679K
|
25.1K
$18.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
856+ 53.84% |
$507K - $678K
|
2.45K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
854+ 83.24% |
$506K - $677K
|
1.88K
$1.41M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
BUY
|
- |
853+ 11.06% |
$505K - $676K
|
8.57K
$6.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
852+ 5.77% |
$505K - $675K
|
15.6K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
852+ 39.7% |
$505K - $675K
|
3K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
851+ 118.69% |
$504K - $674K
|
1.57K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
849+ 10.3% |
$503K - $673K
|
9.09K
$6.8M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
848New |
$502K - $672K
|
848
$634K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
844+ 93.78% |
$500K - $669K
|
1.74K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
838+ 6.14% |
$496K - $664K
|
14.5K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
837New |
$496K - $663K
|
837
$626K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
834New |
$494K - $661K
|
834
$624K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
830+ 11.78% |
$492K - $658K
|
7.88K
$5.89M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
827+ 1.63% |
$490K - $655K
|
51.6K
$38.6M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
827+ 17.91% |
$490K - $655K
|
5.45K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
824+ 10.47% |
$488K - $653K
|
8.7K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
816New |
$483K - $647K
|
816
$610K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
812+ 7.69% |
$481K - $643K
|
11.4K
$8.51M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
809+ 4.32% |
$479K - $641K
|
19.5K
$14.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
804+ 8.09% |
$476K - $637K
|
10.7K
$8.03M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
804New |
$476K - $637K
|
804
$601K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
800+ 3.98% |
$474K - $634K
|
20.9K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
799+ 22.62% |
$473K - $633K
|
4.33K
$3.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
796+ 52.06% |
$471K - $631K
|
2.33K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
792New |
$469K - $627K
|
792
$592K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
783+ 12.58% |
$464K - $620K
|
7.01K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
781New |
$463K - $619K
|
781
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
780+ 64.68% |
$462K - $618K
|
1.99K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
779+ 28.25% |
$461K - $617K
|
3.54K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
775+ 81.41% |
$459K - $614K
|
1.73K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
760+ 5.84% |
$450K - $602K
|
13.8K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
755+ 0.47% |
$447K - $598K
|
163K
$122M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
753New |
$446K - $597K
|
753
$563K
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
753+ 0.24% |
$446K - $597K
|
318K
$238M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
752+ 9.34% |
$445K - $596K
|
8.8K
$6.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
751+ 25.04% |
$445K - $595K
|
3.75K
$2.81M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
747+ 16.2% |
$442K - $592K
|
5.36K
$4.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
746+ 10.99% |
$442K - $591K
|
7.54K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
742+ 18.7% |
$439K - $588K
|
4.71K
$3.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
740+ 10.82% |
$438K - $586K
|
7.58K
$5.67M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
738+ 163.64% |
$437K - $585K
|
1.19K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
736+ 66.79% |
$436K - $583K
|
1.84K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
723+ 7.06% |
$428K - $573K
|
11K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
723+ 3.83% |
$428K - $573K
|
19.6K
$14.7M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
717+ 63.96% |
$425K - $568K
|
1.84K
$1.37M
|